2Q26 Preview: Focus on growth drivers as Yestugo trends remain favorable

Research evidence excerpt

2Q26 Preview: Focus on growth drivers as Yestugo trends remain favorable

US - Biotechnology Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

Neurocrine Biosciences NBIX NBIX US Tazeen Ahmad

Ocular Therapeutix OCUL OCUL US Tazeen Ahmad

Parabilis Medicines, Inc PBLS PBLS Tazeen Ahmad

PTC Therapeutics PTCT PTCT US Tazeen Ahmad

Regeneron Pharmaceuticals Inc. REGN REGN US Tazeen Ahmad

Regenxbio, Inc. RGNX RGNX US Alec W. Stranahan

Revolution Medicines RVMD RVMD US Alec W. Stranahan

Rhythm Pharmaceuticals RYTM RYTM US Tazeen Ahmad

Rocket Pharmaceuticals, Inc. RCKT RCKT US Jason Zemansky

Sana Biotechnology SANA SANA US Alec W. Stranahan

Scholar Rock SRRK SRRK US Tazeen Ahmad

Syndax Pharmaceuticals SNDX SNDX US Jason Zemansky

Taysha Gene Therapies TSHA TSHA US Tazeen Ahmad

Travere Therapeutics Inc TVTX TVTX US Jason Zemansky

Tyra Biosciences TYRA TYRA US Jason Zemansky

Ultragenyx Pharmaceuticals RARE RARE US Tazeen Ahmad

Vertex Pharmaceuticals Inc. VRTX VRTX US Tazeen Ahmad

Vir VIR VIR US Alec W. Stranahan

Wave Life Sciences WVE WVE US Alec W. Stranahan

Werewolf Therapeutics HOWL HOWL US Jason Zemansky

NEUTRAL

Arcus Biosciences RCUS RCUS US Jason Zemansky

Arvinas ARVN ARVN US Tazeen Ahmad

Biogen Inc. BIIB BIIB US Jason Zemansky

Candel Therapeutics CADL CADL US Alec W. Stranahan

Cytokinetics, Incorporated CYTK CYTK US Jason Zemansky

Erasca ERAS ERAS US Alec W. Stranahan

Fate Therapeutics FATE FATE US Tazeen Ahmad

Intellia Therapeutics NTLA NTLA US Alec W. Stranahan

Keros KROS KROS US Jason Zemansky

Madrigal Pharmaceuticals MDGL MDGL US Jason Zemansky

Perspective Therapeutics CATX CATX US Alec W. Stranahan

Pharvaris PHVS PHVS US Tazeen Ahmad

Recursion Pharmaceuticals, Inc. RXRX RXRX US Alec W. Stranahan

Xencor XNCR XNCR US Alec W. Stranahan